Moody Aldrich Partners’s Cadence Bank CADE Stock Holding History

Moody Aldrich Partners’s Portfolio CADE Stock Details CADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-277,915	Closed	-$11.9M	–	194
2025 Q4	$11.9M	Sell	277,915 -13,478	-5%	-$534K	2.22%	2
2025 Q3	$10.9M	Buy	291,393 +13,233	+5%	+$477K	2.08%	1
2025 Q2	$8.9M	Sell	278,160 -4,273	-2%	-$128K	1.72%	7
2025 Q1	$8.57M	Sell	282,433 -4,230	-1%	-$140K	1.8%	9
2024 Q4	$9.88M	Sell	286,663 -8,269	-3%	-$291K	1.83%	5
2024 Q3	$9.39M	Buy	294,932 +65,595	+29%	+$2.03M	1.71%	4
2024 Q2	$6.49M	Buy	+229,337	New	+$6.45M	1.26%	20

Other funds holding CADE

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moody Aldrich Partners's CADE Position: Q1 2026 in Review

Moody Aldrich Partners sold out of Cadence Bank (CADE) in Q1 2026, closing a stake of 277,915 shares — an estimated $11.9M sold.

Moody Aldrich Partners first reported a position in CADE in Q2 2024 and held it in 7 quarters. The position peaked at $11.9M in Q4 2025. 2 funds tracked by Wall St. Rank hold CADE as of Q1 2026.

Moody Aldrich Partners reported no remaining Cadence Bank position as of Q1 2026 after selling out during the quarter.
Moody Aldrich Partners sold 277,915 Cadence Bank shares in Q1 2026, an estimated $11.9M.
Moody Aldrich Partners first reported a position in Cadence Bank in Q2 2024 and held it in 7 quarters.
Moody Aldrich Partners's Cadence Bank position peaked at $11.9M in Q4 2025.
2 funds tracked by Wall St. Rank held Cadence Bank as of Q1 2026.

Based on Moody Aldrich Partners's 13F filing for Q1 2026, filed 20 Apr 2026.